Account Type******* ******Account Owner****** *******Account Opps/Deals******** ******Closed Won • Feb 25**K $Closed
******** ****Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Santander Corporate Investment BankingVice President Investment BankingJul 24 - PresentMoelis CompanyVice PresidentJun 18- Jul 24Rothschild CoAnalyst Nov 14- Mar 17
Daniel ReadChief Financial OfficerView Profile, Daniel ReadCurt ZimmermanVice President Trusted Business Insurance Employee Benefits Advisor Risk Management ConsultantView Profile, Curt ZimmermanRichard RoseChief Financial OfficerView Profile, Richard Rose